Amj Financial Wealth Management Incresed Positions in Q1 2025

Amj Financial Wealth Management

  • $335 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
21.3K
+ 84.19%
$89.57 - $109.85 $1.91M - $2.34M
46.6K $4.62M
SJNK
Spdr Bloomberg Short Term High

ETFs
84.3K
+ 17.15%
$25.08 - $25.64 $2.11M - $2.16M
576K $14.5M
GLDM
World Gold Trust

ETFs
2.07K
+ 1.78%
$52.19 - $61.89 $108K - $128K
118K $7.33M
SAP
Sap Se

Technology
992
+ 2.36%
$241.4 - $293.69 $239K - $291K
43K $11.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
50.7K
+ 13.46%
$20.05 - $20.4 $1.02M - $1.03M
427K $8.69M
V
Visa Inc.

Financial Services
415
+ 1.83%
$306.92 - $362.71 $127K - $151K
23.1K $8.09M
BSCU
Invesco Exc Self Ind Tr

ETFs
46.9K
+ 11.21%
$16.2 - $16.64 $759K - $780K
465K $7.71M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
36.1K
+ 12.41%
$18.18 - $18.58 $656K - $671K
327K $6.06M
TRGP
Targa Resources Corp.

Energy
278
+ 1.27%
$178.44 - $217.22 $49.6K - $60.4K
22.2K $4.46M
MCO
Moodys Corp

Financial Services
916
+ 139.0%
$437.8 - $527.48 $401K - $483K
1.58K $733K
NDAQ
Nasdaq, Inc.

Financial Services
6.79K
+ 5.11%
$72.17 - $83.76 $490K - $568K
140K $10.6M
TW
Tradeweb Markets Inc.

Financial Services
1.38K
+ 49.37%
$123.42 - $148.46 $170K - $204K
4.16K $617K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.05K
+ 32.18%
$114.9 - $139.6 $235K - $286K
8.41K $987K
WMT
Walmart Inc.

Consumer Defensive
2.7K
+ 5.23%
$84.5 - $105.05 $228K - $284K
54.4K $4.78M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.48K
+ 11.58%
$24.73 - $25.62 $36.5K - $37.8K
14.2K $363K
XOM
Exxon Mobil Corp

Energy
6
+ 0.16%
$105.44 - $118.93 $633 - $714
3.65K $434K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
440
+ 18.39%
$88.87 - $97.02 $39.1K - $42.7K
2.83K $258K
XLC
Select Sector Spdr Tr Communic

ETFs
197
+ 4.44%
$94.84 - $105.31 $18.7K - $20.7K
4.64K $447K
RSP
Invesco S&P 500 Equal Weight E

ETFs
77
+ 1.48%
$169.43 - $182.84 $13K - $14.1K
5.29K $916K
MSI
Motorola Solutions, Inc.

Technology
12
+ 1.93%
$411.73 - $482.1 $4.94K - $5.79K
634 $277K
QQQ
Invesco Qqq Trust, Series 1

ETFs
117
+ 5.98%
$468.34 - $539.52 $54.8K - $63.1K
2.08K $973K
MAR
Marriott International Inc

Consumer Cyclical
14
+ 1.47%
$237.01 - $304.45 $3.32K - $4.26K
969 $230K
AMZN
Amazon Com Inc

Consumer Cyclical
295
+ 4.13%
$190.26 - $242.06 $56.1K - $71.4K
7.43K $1.41M
AAPL
Apple Inc.

Technology
32
+ 0.52%
$209.68 - $247.1 $6.71K - $7.91K
6.18K $1.37M
SHOP
Shopify Inc.

Technology
1.54K
+ 4.02%
$90.59 - $129.31 $140K - $200K
40K $3.82M
FITB
Fifth Third Bancorp

Financial Services
9.13K
+ 3.92%
$37.48 - $44.96 $342K - $411K
242K $9.48M
MSFT
Microsoft Corp

Technology
89
+ 0.39%
$375.39 - $447.2 $33.4K - $39.8K
23K $8.63M
GOOGL
Alphabet Inc.

Communication Services
48
+ 0.15%
$154.33 - $206.19 $7.41K - $9.9K
32.5K $5.02M
Activity Summary
Buys All Purchases 50 New Holdings 21 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 2
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